Settings and activity

11 results found

1. Bank Reconcile- Allow editing of one line item of a batch deposit

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  22 July, 2024

2. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

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   350 votes

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   160 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

   While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

   Deb Wingerter supported this idea  ·  12 July, 2024

3. Organisation Settings - Display more than 5 organizations from change organisation drop down list

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   submitted  ·  27 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  06 March, 2024

4. Navigation - Buttons at top to navigate between pages of a list

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   submitted  ·  30 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  11 November, 2023

5. Organisation Settings - Ability to set colour of organisation

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   submitted  ·  77 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  18 October, 2023

6. Reporting - Layout | Option to choose portrait or landscape

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   submitted  ·  53 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  20 June, 2023

7. User Role - Restrict access to individual bank accounts

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   217 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to… more

   Deb Wingerter supported this idea  ·  29 April, 2023

8. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

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   submitted  ·  14 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Deb Wingerter commented  ·  26 April, 2023  ·  Edit…  ·  delete…

   For internal control purposes, this is so important. Is there any update on this?

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   Deb Wingerter supported this idea  ·  19 January, 2023

9. Budgets - Order by GL account number

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   submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  19 January, 2023

10. Reports - Accounts display in GL account number order on reports

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    20 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in? 

    Deb Wingerter supported this idea  ·  19 January, 2023

11. Batch Deposit - Include over/pre payment when creating batch

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Deb Wingerter supported this idea  ·  19 January, 2023